VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,764 | -6.5% | 781 | 0.0% | 0.09% | +3.4% |
| Q2 2023 | $345,327 | +14.7% | 781 | 0.0% | 0.09% | +10.0% |
| Q1 2023 | $301,052 | +20.7% | 781 | 0.0% | 0.08% | +19.4% |
| Q4 2022 | $249,459 | +3.9% | 781 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $240,000 | -26.6% | 781 | -21.9% | 0.07% | -26.4% |
| Q2 2022 | $327,000 | -21.4% | 1,000 | 0.0% | 0.09% | -4.2% |
| Q1 2022 | $416,000 | -9.2% | 1,000 | 0.0% | 0.10% | -8.7% |
| Q4 2021 | $458,000 | +14.2% | 1,000 | 0.0% | 0.10% | +3.0% |
| Q3 2021 | $401,000 | +0.5% | 1,000 | 0.0% | 0.10% | -3.8% |
| Q2 2021 | $399,000 | +11.5% | 1,000 | 0.0% | 0.10% | 0.0% |
| Q1 2021 | $358,000 | +1.4% | 1,000 | 0.0% | 0.10% | -6.2% |
| Q4 2020 | $353,000 | -31.3% | 1,000 | -39.4% | 0.11% | -37.4% |
| Q3 2020 | $514,000 | +11.7% | 1,650 | 0.0% | 0.18% | -5.8% |
| Q2 2020 | $460,000 | +31.4% | 1,650 | 0.0% | 0.19% | +3.3% |
| Q1 2020 | $350,000 | -13.4% | 1,650 | 0.0% | 0.18% | +2.2% |
| Q4 2019 | $404,000 | +13.5% | 1,650 | 0.0% | 0.18% | +7.1% |
| Q3 2019 | $356,000 | +2.3% | 1,650 | 0.0% | 0.17% | -2.3% |
| Q2 2019 | $348,000 | +5.1% | 1,650 | 0.0% | 0.17% | 0.0% |
| Q1 2019 | $331,000 | +20.4% | 1,650 | 0.0% | 0.17% | +0.6% |
| Q4 2018 | $275,000 | – | 1,650 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 75,583 | $30,331,000 | 47.26% |
| Marks Wealth, LLC | 141,818 | $56,910,000 | 18.59% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 116,116 | $46,597,000 | 12.22% |
| Kinloch Capital, LLC | 42,638 | $17,110,000 | 12.08% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 36,534 | $14,661,000 | 11.69% |
| TRUST CO OF OKLAHOMA | 72,745 | $29,191,841,000 | 10.44% |
| Curtis Advisory Group, LLC | 69,280 | $27,801,000 | 10.10% |
| CABANA LLC | 6,319 | $2,744,000 | 9.78% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 197,245 | $79,153,000 | 9.52% |
| Annex Advisory Services, LLC | 263,679 | $105,792,000 | 8.65% |